CFD
Creative Financial Designs Portfolio holdings
AUM
$1.39B
This Quarter Return
+2.61%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
–
AUM
$170M
AUM Growth
+$170M
(+9%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
6.6%
Top 10 Holdings %
Top 10 Hldgs %
31.21%
Holding
823
New
97
Increased
234
Reduced
117
Closed
42
Top Buys
| 1 |
Inspire 100 ETF
BIBL
|
$1.62M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.31M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$1.23M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.22M |
| 5 |
US Bancorp
USB
|
$1.08M |
Top Sells
Sector Composition
| 1 | Technology | 4.53% |
| 2 | Consumer Discretionary | 4.06% |
| 3 | Healthcare | 3.39% |
| 4 | Consumer Staples | 2.97% |
| 5 | Industrials | 2.45% |
